Connect Pipefy and Docmaker to Build Intelligent Automations

Choose a Trigger

Pipefy

When this happens...

Choose an Action

Docmaker

Automatically do this!

Enable Integrations or automations with these events of Pipefy and Docmaker

Enable Integrations or automations with these events of Pipefy and Docmaker

Actions

Create Record

Create Record

Creates a new table record.

Create Card

Create Card

Creates a new card.

Delete Card

Delete Card

Delete a card using card id.

Update Card

Update Card

Updates a card Title.

Find Card

Find Card

Finds a card by Title.

Create PDF From Docx Template

Create PDF From Docx Template

Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.

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Frequently Asked Questions

How do I start an integration between Pipefy and Docmaker?

To start, connect both your Pipefy and Docmaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Docmaker (or vice versa).

Can we customize how data from Pipefy is recorded in Docmaker?

Absolutely. You can customize how Pipefy data is recorded in Docmaker. This includes choosing which data fields go into which fields of Docmaker, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pipefy and Docmaker?

The data sync between Pipefy and Docmaker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipefy to Docmaker?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipefy and Docmaker?

Yes, you can set conditional logic to control the flow of data between Pipefy and Docmaker. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Pipefy

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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Docmaker

About Docmaker

DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.

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